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TPoehlein
Level 1

On Quickbooks Desktop Pro 2021 Help says I should have a preference option to autofill memo in general journal entry. But I don't why?

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5 Comments 5
KlentB
QuickBooks Team

On Quickbooks Desktop Pro 2021 Help says I should have a preference option to autofill memo in general journal entry. But I don't why?

I can share some tips on how you can turn on that option, TPoehlein.

 

In QuickBooks Desktop, preferences are set at the individual user level and company level. Take note that you must be the QuickBooks administrator to be able to access and change the preferences. You'll want to make sure that you have proper permission so you'll be able to view this option.

 

If you're already the admin user, then this option should show in the Accounting Preferences so you don’t have to type the memo on each journal entry. To isolate the issue, you can update your QuickBooks Desktop to the latest release. This way, you'll always have our latest features, security patches, and fixes. Here's how:

 

  1. Go to the Help menu, then select Update QuickBooks Desktop.
  2. Choose the Update Now tab. You may tick the Reset Update checkbox to clear all previous update downloads.
  3. Click Get Updates to start the download.
  4. When the download finishes, restart QuickBooks.
  5. When prompted, accept the option to install the new release.

Once done, follow these to turn on the Autofill Memo in Journal Entry functionality:
 

  1. Go to the Edit menu.
  2. Select Preferences.
  3. Choose Accounting, then head to the My Preferences tab.
  4. Tick the Autofill Memo in Journal Entry checkbox.
  5. Click OK to confirm the action.

However, if you're still unable to view this option, I'd recommend repairing your QuickBooks Desktop. Generally, unusual behaviors in the program are caused by damaged components. Running this tool can help fix common issues and errors right away.

 

I'm also adding this article to help edit, reverse, and delete your journal entries: Create a journal entry in QuickBooks Desktop for Windows or Mac

 

Don't hesitate to visit us again here if you need additional assistance in using our software. The Community is open 24/7 and always ready to help.

KlentB
QuickBooks Team

On Quickbooks Desktop Pro 2021 Help says I should have a preference option to autofill memo in general journal entry. But I don't why?

Hi TPoehlein,

 

Hope you’re doing great. I wanted to see how everything is going about the issue in your Accounting Preferences. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

Richard Schroeder
Level 1

On Quickbooks Desktop Pro 2021 Help says I should have a preference option to autofill memo in general journal entry. But I don't why?

I’ve used Quickbooks for many years now and have always had the option to auto fill the description field. I recently updated to the newest Quickbooks pro 2021 and I also do not have the option under preferences to check the option to auto fill the description field in general ledger. Under my preferences in the accounting tab it says “there are no personal preferences for accounting. I ran the repair tool you mentioned and nothing changed. Please help. Last quarter I had to type the description field twice for every transaction. 

MaryJoyD
QuickBooks Team

On Quickbooks Desktop Pro 2021 Help says I should have a preference option to autofill memo in general journal entry. But I don't why?

Thank you for providing us more details and performing the steps provided by my colleague, @Richard Schroeder.

 

Since you still don't have the Autofill memo in general journal entry option under My preferences, I suggest reaching out to our Customer Support team.

 

They can further isolate the issue you're having in a secure environment and help you in resolving it. You can follow the steps below on how to reach them:

 

  1. From your QuickBooks Desktop account, click the Help menu at the top.  
  2. Click the QuickBooks Desktop Help menu and select QuickBooks Desktop Help.
  3. Provide some information about this concern on the search box.
  4. Click the Contact Us link at the bottom of the window. 
  5. You'll now be provided with a few support options.  
  6. Select Get a call to arrange a callback from a support agent. Or Start a chat to chat with them directly.  

 

Here's the contact QuickBooks Desktop support article for more information about this.

 

You can also refer to the following article for more information about setting up up your preferences from the account: Resolve QuickBooks Desktop performance issues: Manage your data file.

 

Let me know if you still need further help your company file. I'm always here ready to help. Have a great rest of the day!

Richard Schroeder
Level 1

On Quickbooks Desktop Pro 2021 Help says I should have a preference option to autofill memo in general journal entry. But I don't why?

I just got off the phone from Quickbook support and found out that the ability to auto fill memo in general journal entry is not available in the $400 pro version but is only available in the $600 premier version. The simple ability to auto fill the entry in general journal I’m sure is available in the cheapest accounting software from any other company. The level of greed shown by Quickbooks in this situation is not acceptable. 

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